Global energy research
Virginia wants data centres to pay for upgrades (Utility Dive) Russia oil production hit by sanctions and drones (Rystad) Sustainable aviation fuel roll out remains slow (Bloomberg) China’s vehicle exports create boom for car carriers (WSJ) U.S./Iran conflict reverts to economic siege (Bloomberg) U.S. GAS STOCKS have remained in a steady seasonal surplus for the Continue reading Best in Energy –…
Strait of Hormuz and clandestine tanker transits (Bloomberg) PJM considers ride-through rules for data centres (Utility Dive) ADNOC handles Iraq oil exports through Hormuz (Bloomberg) China’s electricity transition and future role of coal (Xinhua) Europe’s gas refill remains slower than normal (Bloomberg) Europe’s renewables surge cuts gas consumption (Reuters) U.S. gas production to accelerate to…
China’s new energy vehicles top 60% of sales (Xinhua) U.S./Ukraine agree to avoid hitting CPC oil tankers (FT) UAE/Iraq join shuttle run through the Strait (Bloomberg) California petroleum products pipeline approved (WSJ) CHINA’s production of electric and other new energy vehicles has more than doubled in the last three years. Production accelerated to 1.6 million Continue reading Best in Energy…
Africa’s belated demographic transition (FT) Hybrid vehicles enjoy resurgence (Bloomberg) Libya refinery hit by drone attack (Bloomberg) Oman confirms oil spillage offshore (Reuters) Iran’s control of the Strait of Hormuz (WSJ) China’s plan for coal through 2030 (Xinhua) EU GAS CONSUMPTION has fallen by around 17% since Russia invaded Ukraine in 2022 and the consequent Continue reading Best in…
ADNOC explores LNG terminal outside Strait (Bloomberg) U.S./Ukraine deal to avoid hitting oil tankers (Bloomberg) China’s crude imports remain low in July (Reuters) U.S./Iran blockade halts crude exports (FT) U.S. battery storage is growing rapidly (EIA) China’s coal-to-gas growth plans (Rystad) ASIA’s crude oil and refined petroleum imports by source region (before the Hormuz war):
[MUST READ] China’s energy security through 2030 (Xinhua) [MUST READ] ADNOC’s ambitions after UAE leaves OPEC (FT) Global refining margins surge amid conflict disruptions (FT) Libya plans to raise oil output to 2 million b/d (Bloomberg) Texas moratorium risks data centre expansion (Utility Dive) U.S. NATURAL GAS futures prices have slipped well below $3 per Continue reading Best in Energy – 7…
Texas declares a moratorium on new data centres (Utility Dive) Iran/Oman reach deal on traffic management the in Strait (FT) Ukraine renews attacks on Russia’s oil refineries (Bloomberg) India explores user charges to pay for gas reserves (Reuters) U.S. REFINED PRODUCT stocks were 29 million barrels (-3% or -0.73 standard deviations) below the ten-year seasonal Continue reading Best in Energy – 6…
Oman/Iran negotiations on re-opening the Strait of Hormuz (FT) China eases restrictions on fuel exports for second month (Reuters) Australia wants to require data centres to use renewables (Bloomberg) United States restricts battery and tungsten waste exports (Bloomberg) Ukraine/Russia talking while continuing to fight (RAND) India raises fuel export tax to up inventories (Bloomberg) HEDGE…
Southeast Asia falls behind on gas-fired power (Woodmac) Southeast Asia’s rural poor hit by Hormuz war (Bloomberg) Ukraine’s shifting attacks on Russia oil system (Bloomberg) Belgium’s reliance on Russia LNG increases (Bloomberg) U.S. generators rush to reserve turbines (Utility Dive) Geothermal potential from drilling deep wells (NLR) EUROPE is falling further and further behind replenishing…
ADNOC abandons futures and reverts to assessments (FT) (see also statement from ADNOC on prices methodology) Ford abandons everyman cars for iconic SUVs/trucks (WSJ) Rooftop solar expands fast as panel prices fall (Bloomberg) Solar generation heads north on cheap panels (Bloomberg) Global oil stocks depleted but not exhausted (Bloomberg) U.K. TEMPERATURES across London and Southeast Continue…